Dale Hubbert, AWMA, is an Investment Advisor Representative at Investor’s Resource, passionate about helping people achieve their financial goals and manifest their dreams through prudent financial stewardship. His mission is to guide clients in formulating and implementing a strategic financial blueprint that paves the way to their desired life.
Possessing critical expertise in investment allocation and comprehensive wealth management, Dale offers counsel in various aspects of wealth management, including insurance, estate planning, social security optimization, and more. He finds particular satisfaction in working with clients who strive to align their investments with their personal values.
Dale brings extensive experience from his background of owning a tax, accounting, and financial services business for 25 years. This, coupled with his tenure of over 12 years at Investors Resource, equips him with a robust understanding of the financial landscape and a deep-seated commitment to client success.
When he’s not in the office, Dale enjoys spending cherished moments with his children and grandchildren, nurturing the family bonds that motivate his professional endeavors.
Get to Know Dale:
- Favorite Vacation: Smokie Mountains
- Words to Live By: And we know that all things work together for good to those that love the Lord. Romans 8:28
- Happy place: Anywhere with family
- Favorite TV Show: The Andy Griffith Show
